Financial Specialist Jobs in Lake Villa, IL
A Financial Specialist is an important figure in the finance industry who manages monetary transactions, financial planning, and analysis for organizations, businesses, or individuals. They are responsible for budgeting, forecasting, analyzing financial statements, advising on investment opportunities, and ensuring regulatory compliance. Their role includes having in-depth knowledge of financial markets, keeping up-to-date with economic trends, performing risk assessments, and making strategic financial decisions that will strengthen financial performance and ensure financial sustainability.
Important skills for a Financial Specialist include strong analytical skills, attention to detail, good communication skills, and aptitude in mathematics. It is beneficial for a Financial Specialist to hold certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). In addition to qualifications, hands-on experience is critical for this role. Prior to becoming a Financial Specialist, a person may have roles such as a Financial Analyst, Financial Advisor, or Accountant. These roles provide a solid foundation and understanding of financial principles and practices.
Financial Representative Trainee (Sales) - Milwaukee, WI
- Powers Lake, WI (15 miles from Lake Villa, IL)
- 21 days ago
- Powers Lake, WI (15 miles from Lake Villa, IL)
- 21 days ago
Financial Representative Trainee (Sales) - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503741 Categories: Sales, Early Career Programs, Financial Representative Trainee...
- Mount Prospect, IL (24 miles from Lake Villa, IL)
- 1 day ago
- Mount Prospect, IL (24 miles from Lake Villa, IL)
- 1 day ago
Collections Specialist Well established industry tech company based in Mount Prospect, IL Is looking for a Collections specialist About Our Client Leading industrial tech company based in Mount...
- Riverwoods, IL (18 miles from Lake Villa, IL)
- 2 days ago
- Riverwoods, IL (18 miles from Lake Villa, IL)
- 2 days ago
About the Role: Requires in-depth conceptual and practical knowledge of theories and principles of pricing and applies general knowledge of business and industry practices. Working independently...
Financial Analyst Intermediate
- Rolling Meadows, IL (22 miles from Lake Villa, IL)
- 2 days ago
- Rolling Meadows, IL (22 miles from Lake Villa, IL)
- 2 days ago
Introduction Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best possible outcomes for their health and wellbeing. You'll be part of a...
- Bristol, WI (10 miles from Lake Villa, IL)
- 3 days ago
- Bristol, WI (10 miles from Lake Villa, IL)
- 3 days ago
Pricing Analyst - Sales Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Informing Ulines comprehensive pricing strategy. As a Pricing Analyst for Sales, use your analytical...
- Bristol, WI (10 miles from Lake Villa, IL)
- 3 days ago
- Bristol, WI (10 miles from Lake Villa, IL)
- 3 days ago
Financial Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Uline has seen decades of growth, creating a steady work environment our employees can depend on. Were...
- Zion, IL (10 miles from Lake Villa, IL)
- 3 days ago
- Zion, IL (10 miles from Lake Villa, IL)
- 3 days ago
Credit Analyst Pay from $24 to $26 per hour Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 New hires earn a $2,500 year-end bonus! Join our growing Finance team as a Credit...
- Hoffman Estates, IL (17 miles from Lake Villa, IL)
- 4 days ago
- Hoffman Estates, IL (17 miles from Lake Villa, IL)
- 4 days ago
About Us CDK Global is a leading provider of cloud-based software to dealerships and Original Equipment Manufacturers (OEMs) across automotive and related industries. The Companys cloud-based,...
- North Chicago, IL (11 miles from Lake Villa, IL)
- 4 days ago
- North Chicago, IL (11 miles from Lake Villa, IL)
- 4 days ago
Ready, set, go! Put your career in motion with a great, new opportunity. Join the Kelly Professional & Industrial team as a Financial Analyst I with one of the best industries in the world for...
- Rolling Meadows, IL (22 miles from Lake Villa, IL)
- 5 days ago
- Rolling Meadows, IL (22 miles from Lake Villa, IL)
- 5 days ago
ABOUT THE ROLE The Financial Analyst II will report directly to the Director of Financial Planning & Analysis and Mergers & Acquisitions and will be primarily responsible for preparing monthly and...
- Rolling Meadows, IL (22 miles from Lake Villa, IL)
- 6 days ago
- Rolling Meadows, IL (22 miles from Lake Villa, IL)
- 6 days ago
Introduction Welcome to Gallagher – a global leader in insurance, risk management, and consulting services. With a growing team of more than 52,000 professionals worldwide, we empower businesses,...
Financial Analyst Global Transfer Pricing and Margin Accounting
- North Chicago, IL (11 miles from Lake Villa, IL)
- 9 days ago
- North Chicago, IL (11 miles from Lake Villa, IL)
- 9 days ago
Daily Work Schedule Expectations M-F, 8-4:30p CT Hybrid Onsite Schedule any candidate to be on-site 5 days a week, and after their training period [90 days] then they can be on site 3 days. EXCEL...
- Rolling Meadows, IL (22 miles from Lake Villa, IL)
- 9 days ago
- Rolling Meadows, IL (22 miles from Lake Villa, IL)
- 9 days ago
ATS Company: ATS Corporation Requisition ID: 15069 Location: Rolling Meadows, IL, US, 60008-3833 Date: Jun 6, 2025 Financial Analyst I The Financial Analyst I is responsible for financial...
Remote Work- Rolling Meadows, IL (22 miles from Lake Villa, IL)
- 10 days ago
- Rolling Meadows, IL (22 miles from Lake Villa, IL)
- 10 days ago
Track and monitor weekly billing/revenue objectives Forecast modeling and variance analysis to forecast, plan. Month-end and Year-end close duties....
- Hawthorn Woods, IL (13 miles from Lake Villa, IL)
- 11 days ago
- Hawthorn Woods, IL (13 miles from Lake Villa, IL)
- 11 days ago
The Business Analyst will be a strategic and analytical person who will lead financial planning, business performance analysis, and market intelligence efforts for our DTC and B2B business. This...
Demographic Data for Lake Villa, IL
Moving to Lake Villa, IL? Find some basic demographic data about Lake Villa, IL below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Lake Villa, IL
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Lake Villa, IL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Pricing Analysis
- Profitability Analysis
- Balance Sheets
- Financial Forecasting
- Corporate Finance
- Journal Entries
- Credit Analysis
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Underwriting
- Budget Forecasting
- Reconciliations
- Cost Analysis
- Business Analysis
- Forecasting
- Modeling
- Proposals
- Finance
- Acquisitions
- Microsoft Power BI
- Reimbursement
- Accounting
- Strategy Development
- Collections
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Budgeting
- Presentation
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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